Summary
• June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to interest rate worries and increasing concerns over a looming trade war.
• The SUSTAIN...
Summary
U.S. Stocks, as well as investment-grade bonds, delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the pack.
The SUSTAIN Equity Fund Index gains 1.35% but lagged behind the S&P 500...
Summary
The SUSTAIN Equity Fund Index declined -0.18% in a Volatile April, trailing the performance of the S&P 500 by 56 basis points.
U.S. stocks gain in April but investment-grade bonds post -0.74% decline.
Three constituent SUSTAIN funds generated positive results...
The Round-Up is not intended to cover all semi-annual and annual reports filed during the course of the month, but rather to offer a representative sampling by some of the leading sustainable funds in their respective sectors.
Trillium Mutual...
Summary
During a volatile March month that reflected shifting investor sentiments, the SUSTAIN Large Cap Equity Fund Index registered a decline of -2.00%, or 54 basis points (bps) ahead of the S&P 500 Index which dropped -2.54%.
The SUSTAIN...
Parnassus Funds
Parnassus Asset Management
12/31/2017 Annual Report filed as of 2/9/2018
Observations:
The annual report covers six funds and their corresponding share classes, 12 in total, including the Parnassus Fund, Parnassus Core Equity Fund, Parnassus Endeavor Fund, Parnassus Mid Cap Fund,...
Summary
The SUSTAIN Large Cap Equity Fund Index registered a decline of -3.72% in February, or 3 basis points behind the S&P 500 Index. Four of 10 funds that comprise the index outperformed the non-ESG S&P 500 Index.
During...
Alger Responsible Sutainable Investing Fund
Fred Alger Management Inc.
9/30/2017 Annual Report filed as of 12/7/2017
Observations:
The fund across its four share classes trailed behind the Russell 1000 Growth non-ESG benchmark during the latest 1, 3, 5-year, 10-year and since inception...
Summary
The SUSTAIN Large Cap Equity Fund Index, which tracks the total return performance of the ten largest actively managed large cap US oriented equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices, posted...
Summary
The SUSTAIN Large Cap Equity Fund Index, which tracks the total return performance of the ten largest actively managed large cap US oriented equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices, gained...
